Financial Planning Professional

1 week ago


Leamington Spa, Warwickshire, United Kingdom Capio Recruitment Full time

Capio Recruitment is seeking a highly skilled Financial Planning Professional to join our client, a reputable Wealth Management outfit in Cheltenham. The successful candidate will work in a fast-paced environment providing comprehensive financial advice to valued clients.

About the Role

This exciting opportunity involves administering new client pensions, investments, and risk contracts. Managing and coordinating annual client reviews are also key responsibilities. Processing investments, fund switches, and sales documentation within Service Level Agreements (SLA) requires strong organizational skills.

Additional duties include checking and completing investment transactions to ensure they align with original instructions. Ensuring the back-office system is up-to-date and staying current with FCA regulations and internal policies and procedures are essential.

Requirements
  • Prior experience working within a Financial Planning Firm is essential.
  • Strong Pensions and Investments product knowledge is desirable.
  • Previous experience using a financial planning CRM like CURO is advantageous.
  • Relevant qualifications such as progress towards Certificate in Financial Services or the level 4 diploma in financial planning would be highly beneficial.
Benefits

This role offers an attractive salary of £26,000 - £32,000 plus bonus and benefits. A competitive bonus scheme, 36 days annual leave, PMI, and flexible working options make this company one of the best to work for on employee engagement.



  • Leamington Spa, Warwickshire, United Kingdom 24-7 Recruitment Services Careers Full time

    Job Title: Financial Planning Manager Salary: £40,000 per annumWe are seeking a highly skilled Financial Planning Manager to join our dynamic team at 24-7 Recruitment Services Careers. As a key member of our finance function, you will play a pivotal role in overseeing and maintaining the financial health of the organisation.The RoleWe are looking for a...


  • Leamington Spa, Warwickshire, United Kingdom Telent Technology Services Ltd Full time

    Role DescriptionWe are looking for a talented Financial Planning Specialist to collaborate with our Bid Manager and business leaders to develop competitive pricing strategies. The successful candidate will be responsible for preparing and presenting detailed financial models, working closely with cross-functional teams to ensure accurate financial data, and...


  • Leamington Spa, Warwickshire, United Kingdom National Grid Full time

    About the RoleWe are seeking an experienced Senior Finance Business Partner to join our team in Warwick. The successful candidate will have a strong background in financial planning, analysis, and reporting, with excellent communication and interpersonal skills.This is a hybrid working role, with circa 2 days in the office. As a key member of our National...


  • Leamington Spa, Warwickshire, United Kingdom Addington Ball Recruitment Ltd Full time

    Job OverviewA prestigious accountancy firm in Leamington Spa seeks a talented Financial Professional to join their team due to the growth of their client portfolio.The successful candidate will have the opportunity to work in a hybrid environment, providing a genuine work-life balance. This role offers an exciting chance for professional development and...


  • Leamington Spa, Warwickshire, United Kingdom South Warwickshire NHS Foundation Trust Full time

    **Job Description:** We are seeking an experienced Financial Management Lead to join our team at South Warwickshire NHS Foundation Trust. As a key member of our finance department, you will be responsible for providing a comprehensive financial management service to divisional management teams.The ideal candidate will have a strong background in financial...


  • Leamington Spa, Warwickshire, United Kingdom Capio Recruitment Full time

    Job Overview:The role of Apprentice Financial Advisor at Capio Recruitment involves providing comprehensive advice services in Tax, Financial and Estate Planning to corporate and private clients. This position requires strong communication skills to administer new client pensions, investments, and risk contracts.Main Responsibilities:Managing client reviews...


  • Leamington Spa, Warwickshire, United Kingdom Eden Resourcing Full time

    Eden Resourcing is a leading recruitment agency in the financial services sector. We are currently seeking an experienced Senior Financial Planning Coordinator to join our team.The successful candidate will be responsible for providing administrative support to a team of Financial Advisors, processing new business, and dealing with investment and protection...


  • Leamington Spa, Warwickshire, United Kingdom NHS Full time

    We are seeking a Senior Financial Planning Specialist to join our finance team at British Pregnancy Advisory Service (BPAS). This is an exciting opportunity to work on diverse financial projects, contribute to BPAS' long-term planning, and enhance your skills in financial modelling and analysis.About the RoleThis permanent, hybrid position involves working...


  • Leamington Spa, Warwickshire, United Kingdom Pilgrim's Europe Full time

    Pilgrim's Europe is a leading food manufacturer in the UK and Ireland, known for its iconic brands such as Fridge Raiders, Rollover, and Denny. We are seeking an exceptional NPD Finance Manager to join our Product & Innovation Team.About the RoleOversee the financial planning and analysis for new product launches, ensuring alignment with business...


  • Leamington Spa, Warwickshire, United Kingdom Robert Walters UK Full time

    Robert Walters UK is seeking a highly skilled Financial Controller to join their team. This role offers a thrilling opportunity to be part of a dynamic and expanding organisation, where you will play a pivotal role in moulding the financial trajectory of the company.Key RequirementsFully qualified accountant (ACA, ACCA, CIMA).Demonstrated experience as a...


  • Leamington Spa, Warwickshire, United Kingdom Morgan Parkes Recruitment Full time

    Job Title: Financial Services ProfessionalEstimated Salary: £40,000 - £55,000 per annumLocation: Leamington SpaHours: Full-time (36.5 hours per week) with hybrid working available.Morgan Parkes Recruitment is seeking an experienced Financial Services Professional to join our team. The successful candidate will be responsible for managing a diverse...


  • Leamington Spa, Warwickshire, United Kingdom Hamlin Knight Full time

    Job OverviewAt Hamlin Knight, we are dedicated to delivering exceptional services to our clients. As an Event Planning and Coordination Professional, you will play a pivotal role in shaping the success of our events.Responsibilities:Develop and maintain strong relationships with speakers to ensure a seamless event experienceCollaborate closely with the...

  • Financial Controller

    3 months ago


    Leamington Spa, Warwickshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Royal Leamington Spa, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop...

  • Senior Accountant

    2 days ago


    Leamington Spa, Warwickshire, United Kingdom Zoё's Place Baby Hospice Full time

    Job Summary:We are looking for a highly motivated and experienced Senior Accountant - Strategic Planning to join our finance team at Zoë's Place Baby Hospice in Leamington Spa. This is a permanent, full-time role with flexible, hybrid work options (3 to 4 office days).You will have extensive experience in financial management, line management, and...

  • Financial Director

    2 months ago


    Leamington Spa, Warwickshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a seasoned Financial Director to lead our finance team in Royal Leamington Spa, United Kingdom. As a key member of our team, you will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies to drive business...


  • Leamington Spa, Warwickshire, United Kingdom National Grid plc Full time

    At National Grid plc, we are seeking a highly motivated individual to join our team as a Corporate Finance Apprentice. This role offers an exciting opportunity to develop your skills and knowledge in finance, while gaining hands-on experience in a dynamic and supportive environment.The successful candidate will be responsible for assisting the finance team...


  • Leamington Spa, Warwickshire, United Kingdom Lord Search & Selection Full time

    About the Role:As a key member of our client's senior leadership team, you will be responsible for driving strategic financial growth and operational excellence across multiple sites. Reporting directly to the Group CEO, you will develop and implement comprehensive financial strategies that support business objectives. This includes providing accurate...


  • Leamington Spa, Warwickshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a Senior Financial Leader to join our finance team in Royal Leamington Spa, United Kingdom. As a key member of our team, you will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies to drive business...


  • Leamington Spa, Warwickshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a Chief Financial Officer to join our finance team in Royal Leamington Spa, United Kingdom. As a key member of our team, you will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies to drive business...


  • Leamington Spa, Warwickshire, United Kingdom NFU Full time

    The National Farmers Union (NFU) is seeking a highly skilled Chief Financial Officer to join their team in Stoneleigh, Warwickshire. This role offers a competitive salary of £65,000 - £80,000 per annum, depending on skills and experience.The successful candidate will have a strong background in finance and leadership, with experience in managing financial...